Client invoice payment flow

Offer Stripe iDEAL V2 on an eligible invoice

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Make the gateway available from the customer invoice payment action.

Audience: CRM staffPermission: Invoice recipient / configured staffModule v1.0.0

Jump to steps

Where to goCustomer Invoice → Pay Now → Stripe iDEAL V2

Before you start

Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
Verify module activation and the stated permission before attempting the action.
Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What this guide helps you do

Make the gateway available from the customer invoice payment action. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

Verify the gateway is active and healthy.
Go to the customer-facing invoice URL.
Select Pay Now.
Select Stripe iDEAL V2.
Check amount and processing fee.

Fields and options

Invoice requirementPasses core invoice restrictions

CurrencyEUR

Category/help-centre/category/stripe-ideal-payment-gateway/

Topic/help-centre/topic/stripe-ideal-client-payment-flow/

Rules and limits

The flow follows the supplied controller and Stripe Session configuration.

Check it worked

Offer Stripe iDEAL V2 on an eligible invoice completes through the supplied module flow.
Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

Use the least-privilege account that has the stated permission.
Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.

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